Attend this session to learn tips and tricks on how to immediately enhance your Cortellis experience. After a quick review of the Cortellis platform we’ll dive right into tools that will have you searching, navigating, exporting and setting up Alerts like a pro in no time.
You learn how to:
- Use Quick Search and report filters efficiently so you find the reports you need fast
- Export Cortellis reports and list of reports to share with colleagues or for your own further analysis
- Customize your search result list views to quickly reveal relationships and insights into the data not possible from a list
- Save your searches so you can find and rerun them at any time without having to recreate them
- Set up Alerts, so Cortellis ensures you never miss important new milestones or reports